The Analysis of RiverTree Advisors, LLC's Holdings & P&L


Currently, RiverTree Advisors, LLC holds 60 types of securities in its portfolio with a total value $157.9M. In the most recent quarter, they have increased their positions in PYLD (+178.4K shares, valued at $4.7M), AGGH (+156.9K shares, valued at $3.2M), SBAR (+126.6K shares, valued at $3.1M); decreased their positions in LMBS (-30.8K shares, valued at $1.5M), MINT (-15.1K shares, valued at $1.5M), TDVI (-22.9K shares, valued at $608.0K); initiated new positions in AGGH (+156.9K shares, valued at $3.2M), SBAR (+126.6K shares, valued at $3.1M), UCON (+102.1K shares, valued at $2.5M).


1M P&L
+1.8M+1.15%
3M P&L
+1.8M+1.13%
HY P&L
+6.9M+4.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A154.6M
99.6%
2Oil & Gas Midstream337.8K
0.2%
3Banks - Diversified235.3K
0.2%

Top Industries by Stock Count

1N/A56 stocks
96.6%
2Oil & Gas Midstream1 stocks
1.7%
3Banks - Diversified1 stocks
1.7%
Stock Holdings
JAAA
JANUS DETROIT STR TR
-3.70%
Shares233.3K
Event2026-03-31
Filed2026-04-20
FTSM
FIRST TR EXCHANGE-TRADED FD
-6.66%
Shares134.5K
Event2026-03-31
Filed2026-04-20
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-1.19%
Shares311.3K
Event2026-03-31
Filed2026-04-20
FTCS
FIRST TR EXCHANGE-TRADED FD
-0.18%
Shares78.5K
Event2026-03-31
Filed2026-04-20
LMBS
FIRST TR EXCHANGE-TRADED FD
-18.03%
Shares139.9K
Event2026-03-31
Filed2026-04-20
BUFQ
FIRST TR EXCHNG TRADED FD VI
-0.66%
Shares188.6K
Event2026-03-31
Filed2026-04-20
DIVO
AMPLIFY ETF TR
-0.34%
Shares147.6K
Event2026-03-31
Filed2026-04-20
BUFR
FIRST TR EXCHNG TRADED FD VI
-1.55%
Shares194.4K
Event2026-03-31
Filed2026-04-20
SPYI
NEOS ETF TRUST
14.71%
Shares127.7K
Event2026-03-31
Filed2026-04-20
PYLD
PIMCO ETF TR
625.22%
Shares206.9K
Event2026-03-31
Filed2026-04-20
FTGS
FIRST TR EXCHANGE-TRADED FD
-0.93%
Shares142.9K
Event2026-03-31
Filed2026-04-20
FTHI
FIRST TR EXCHANGE TRADED FD
8.05%
Shares211.4K
Event2026-03-31
Filed2026-04-20
QQQI
NEOS ETF TRUST
16.50%
Shares93.3K
Event2026-03-31
Filed2026-04-20
COWZ
PACER FDS TR
-1.14%
Shares64.5K
Event2026-03-31
Filed2026-04-20
RDVI
FIRST TR EXCHANGE-TRADED FD
17.44%
Shares153.1K
Event2026-03-31
Filed2026-04-20
ETW
EATON VANCE TAX-MANAGED GLOB
7.98%
Shares445.5K
Event2026-03-31
Filed2026-04-20
SDVD
FIRST TR EXCH TRADED FD III
7.29%
Shares178.5K
Event2026-03-31
Filed2026-04-20
AGGH
SIMPLIFY EXCHANGE TRADED FUN
New
Shares156.9K
Event2026-03-31
Filed2026-04-20
SBAR
SIMPLIFY EXCHANGE TRADED FUN
New
Shares126.6K
Event2026-03-31
Filed2026-04-20
FTQI
FIRST TR EXCHANGE TRADED FD
15.62%
Shares154.9K
Event2026-03-31
Filed2026-04-20
IGLD
FIRST TR EXCHANGE-TRADED FD
3.83%
Shares112.5K
Event2026-03-31
Filed2026-04-20
SDVY
FIRST TR EXCHANGE TRADED FD
-1.24%
Shares72.2K
Event2026-03-31
Filed2026-04-20
UCON
FIRST TR EXCHNG TRADED FD VI
New
Shares102.1K
Event2026-03-31
Filed2026-04-20
ALPS ETF TR
ALPS ETF TR
-0.89%
Shares46.7K
Event2026-03-31
Filed2026-04-20
MINT
PIMCO ETF TR
-39.23%
Shares23.4K
Event2026-03-31
Filed2026-04-20
AIRR
FIRST TR EXCHANGE TRADED FD
7.99%
Shares20.4K
Event2026-03-31
Filed2026-04-20
PWB
INVESCO EXCHANGE TRADED FD T
49.34%
Shares17.7K
Event2026-03-31
Filed2026-04-20
FMAR
FIRST TR EXCHNG TRADED FD VI
17.07%
Shares33.8K
Event2026-03-31
Filed2026-04-20
RDVY
FIRST TR EXCHANGE TRADED FD
712.85%
Shares23.5K
Event2026-03-31
Filed2026-04-20
BALT
INNOVATOR ETFS TRUST
-0.61%
Shares47.6K
Event2026-03-31
Filed2026-04-20
CSHI
NEOS ETF TRUST
-8.65%
Shares31.9K
Event2026-03-31
Filed2026-04-20
FCVT
FIRST TR EXCHANGE-TRADED FD
90.46%
Shares33.2K
Event2026-03-31
Filed2026-04-20
PCY
INVESCO EXCH TRADED FD TR II
103.30%
Shares68.9K
Event2026-03-31
Filed2026-04-20
HYLS
FIRST TR EXCHANGE-TRADED FD
113.36%
Shares34.8K
Event2026-03-31
Filed2026-04-20
ONEQ
FIDELITY COMWLTH TR
-0.76%
Shares16.0K
Event2026-03-31
Filed2026-04-20
FAPR
FIRST TR EXCHNG TRADED FD VI
-0.67%
Shares30.1K
Event2026-03-31
Filed2026-04-20
EEM
ISHARES TR
58.12%
Shares23.0K
Event2026-03-31
Filed2026-04-20
YMAG
TIDAL TRUST II
17.95%
Shares100.3K
Event2026-03-31
Filed2026-04-20
PIZ
INVESCO EXCH TRADED FD TR II
-23.82%
Shares20.9K
Event2026-03-31
Filed2026-04-20
FTLS
FIRST TR EXCH TRADED FD III
21.30%
Shares13.8K
Event2026-03-31
Filed2026-04-20
BIL
SPDR SERIES TRUST
-39.58%
Shares9.8K
Event2026-03-31
Filed2026-04-20
QMAR
FIRST TR EXCHNG TRADED FD VI
-1.07%
Shares26.3K
Event2026-03-31
Filed2026-04-20
TDVI
FIRST TR EXCHANGE-TRADED FD
-42.38%
Shares31.1K
Event2026-03-31
Filed2026-04-20
BILS
SPDR SERIES TRUST
-14.68%
Shares8.2K
Event2026-03-31
Filed2026-04-20
ACWI
ISHARES TR
-5.69%
Shares5.5K
Event2026-03-31
Filed2026-04-20
PMAY
INNOVATOR ETFS TRUST
0.00%
Shares15.5K
Event2026-03-31
Filed2026-04-20
BINC
BLACKROCK ETF TRUST II
New
Shares11.9K
Event2026-03-31
Filed2026-04-20
FTC
FIRST TR EXCHANGE-TRADED ALP
-10.86%
Shares3.7K
Event2026-03-31
Filed2026-04-20
IDMO
INVESCO EXCH TRADED FD TR II
-2.03%
Shares9.6K
Event2026-03-31
Filed2026-04-20
RECS
COLUMBIA ETF TR I
-9.33%
Shares12.8K
Event2026-03-31
Filed2026-04-20
EDIV
SPDR INDEX SHS FDS
-46.42%
Shares11.1K
Event2026-03-31
Filed2026-04-20
PAUG
INNOVATOR ETFS TRUST
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-20
ET
ENERGY TRANSFER L P
0.00%
Shares17.5K
Event2026-03-31
Filed2026-04-20
IOO
ISHARES TR
-8.61%
Shares2.6K
Event2026-03-31
Filed2026-04-20
HIPS
GRANITESHARES ETF TR
-24.87%
Shares23.5K
Event2026-03-31
Filed2026-04-20
SPY
STATE STR SPDR S&P 500 ETF T
0.00%
Shares384
Event2026-03-31
Filed2026-04-20
GMAR
FIRST TR EXCHNG TRADED FD VI
New
Shares5.9K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares500
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO
0.00%
Shares800
Event2026-03-31
Filed2026-04-20
DJAN
FIRST TR EXCHNG TRADED FD VI
-1.15%
Shares5.2K
Event2026-03-31
Filed2026-04-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available